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Disclosery

VANCE WEALTH, LLC: EEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VANCE WEALTH, LLC on EEM, newest first. How the timeline and the estimate are built.

VANCE WEALTH, LLC held 38,742 EEM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,742 shares
    Change vs previous 13F -1,068 shares

    0.6% of the 13F portfolio, value $2,650,340.

    13F-HR 0001951757-26-001264 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 39,810 shares
    Change vs previous 13F -1,644 shares

    0.65% of the 13F portfolio, value $2,260,810.

    13F-HR 0001951757-26-000879 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 41,454 shares
    Change vs previous 13F -1,276 shares

    0.67% of the 13F portfolio, value $2,267,948.

    13F-HR/A 0001951757-26-000476 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,730 shares
    Change vs previous 13F -1,607 shares

    0.7% of the 13F portfolio, value $2,281,782.

    13F-HR 0001951757-25-001441 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 44,337 shares
    Change vs previous 13F -2,763 shares

    0.72% of the 13F portfolio, value $2,138,817.

    13F-HR 0001951757-25-001086 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 47,100 shares
    Change vs previous 13F -3,045 shares

    0.77% of the 13F portfolio, value $2,058,270.

    13F-HR 0001951757-25-000555 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 50,145 shares
    Change vs previous 13F -4,644 shares

    0.81% of the 13F portfolio, value $2,097,064.

    13F-HR 0001951757-25-000262 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 54,789 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,512,624.

    13F-HR 0001951757-24-001187 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).